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McKesson

703 hedge funds and large institutions have $25.1B invested in McKesson in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 254 increasing their positions, 291 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

12% more capital invested

Capital invested by funds: $22.3B → $25.1B (+$2.77B)

4% more funds holding

Funds holding: 678703 (+25)

0.47% more ownership

Funds ownership: 85.26%85.73% (+0.47%)

10% less call options, than puts

Call options by funds: $132M | Put options by funds: $147M

13% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 291

Holders
703
Holders Change
+25
Holders Change %
+3.69%
% of All Funds
22.8%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.97%
New
62
Increased
254
Reduced
291
Closed
29
Calls
$132M
Puts
$147M
Net Calls
-$15.1M
Net Calls Change
+$7.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FBC
676
Fairfield, Bush & Co
Connecticut
$32K -$12.3K -100 -29%
WA
677
WFG Advisors
Texas
$32K +$19.7K +160 +180%
JIR
678
James Investment Research
Ohio
$31K +$3.56K +29 +14%
HR
679
Howe & Rusling
New York
$29K +$7.74K +63 +39%
PC
680
Polar Capital
United Kingdom
$28.5K +$7.7M +62,709 +39%
ST
681
SpiderRock Trading
Illinois
$26K
OSAM
682
O'Shaughnessy Asset Management
Connecticut
$25K -$655K -5,335 -96%
KTC
683
Kistler-Tiffany Companies
Pennsylvania
$25K
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$24K +$3.07K +25 +16%
Carson Wealth (CWM LLC)
685
Carson Wealth (CWM LLC)
Nebraska
$19K +$17.9K +146 New
ST
686
Smithfield Trust
Pennsylvania
$17K -$6.76K -55 -29%
TCM
687
Tributary Capital Management
Nebraska
$13K -$2.96M -24,075 -100%
BFEC
688
Benjamin F. Edwards & Company
Missouri
$13K
HF
689
Hoxton Financial
West Virginia
$13K
MBT
690
Monroe Bank & Trust
Michigan
$13K
PFS
691
Penseco Financial Services
Pennsylvania
$13K +$12.3K +100 New
WA
692
Waverly Advisors
Alabama
$13K +$12.7K +103 New
RFA
693
Reilly Financial Advisors
California
$11K -$12.3K -100 -55%
ZTNA
694
Zions Trust National Association
Utah
$11K
S
695
SignatureFD
Georgia
$7K -$246 -2 -4%
CGT
696
Capital Guardian Trust
California
$7K
HFM
697
Hartford Financial Management
Connecticut
$7K
FANJ
698
Financial Architects (New Jersey)
New Jersey
$7K +$6.76K +55 New
ST
699
Spot Trading
Illinois
$6K +$5.16K +42 +4,200%
FWM
700
Focused Wealth Management
New York
$6K +$6.14K +50 New

MCK Hedge Fund Activity: Q3 2013 in Review

703 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2013, worth a combined $25.1B — up 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MCK positions and 29 closed out — a net gain of 33 holders — while 254 added to existing stakes and 291 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 703 institutional investors held McKesson (MCK) as of Q3 2013, up from 678 in Q2 2013.
  • Funds reported $25.1B of McKesson stock for Q3 2013, up 12% quarter-over-quarter.
  • 62 funds opened new McKesson positions in Q3 2013 and 29 closed out, a net change of +33 holders.
  • The largest McKesson buyer in Q3 2013 was JP Morgan Chase, an estimated $133M added.
  • The largest McKesson seller in Q3 2013 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2013.